Jana Shoulders is a financial advisor with Mariner Wealth Advisors in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She worked for Adams Hall Investment Management for 22 years before joining Mariner in 2016. Outside of her advisory role, she is a trustee at the University of Tulsa serving on the investment committee and a volunteer board member on the finance committee of the International Women's Forum in Oklahoma. Mariner serves a diverse client base that includes individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside financial wellness programs for employers.

Kellie Schuttler is a financial advisor at NewEdge Advisors with over 20 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services Inc., Triad Advisors, GWM Advisors, LLC, and LPL Financial. She provides administrative support to NewEdge Advisors alongside her advisory role. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support its network of independent investment adviser representatives.

Jeffrey Couch is a CFP® with 20 years of experience in the financial industry, currently serving as an advisor at Mariner Wealth Advisors since 2006. He is based in Tulsa, OK, and holds a Series 65 license. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and a range of tax and family office services, implementing customized portfolios through an internal investment team combined with third-party managers.

Lauren Burke is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and previously worked at Lockton Companies and Saint Louis University. Outside of finance, she has been involved with the Philcrest Hills Tennis and Pickleball Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized portfolios supported by an internal team and third-party managers.

James Cooper III is a financial advisor at Mariner with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mariner since 2013. Outside of his advisory role, Cooper serves as treasurer on the board of Building All Children, Inc. and is a member of the church governance board at Asbury Church, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm offers customized discretionary portfolios supported by an internal investment team and third-party managers, with additional services such as coordinated tax compliance, CFO capabilities, and a financial wellness platform for employer clients.

Brice Davis is a CFP®-certified financial advisor with 11 years of industry experience. He is affiliated with Transamerica Retirement Advisors, LLC and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary investment recommendations, and retirement education. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base primarily with non-discretionary assets.

Chauncey Pickering is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Mariner and has previous experience at Utica Physicians Association, Arvest Wealth Management, Bank of America, and Merrill. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party manager allocations and provides a range of investment strategies alongside integrated tax and accounting services.

Amy Gordon is a Series 65-licensed financial advisor at Mariner with eight years of industry experience. She has worked at Mariner Wealth Advisors since 2017 and previously spent five years at Adams Hall Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both in-house research and third-party managers, and features integrated tax, accounting, and family office capabilities alongside its traditional advisory offerings.

Matthew Leahey is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edison Wealth Strategies and Mariner Wealth Advisors. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Lindsey Mccool is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Mariner since 2014. She has worked across Mariner’s Oklahoma and broader teams and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as chairwoman of the endowment committee and special events planning committee at YWCA Tulsa and participates in equine marketing and judging activities through LHM Equine Services LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios managed through an internal team and Investment Committee, with offerings that include tax integration and administrative family office capabilities uncommon among large advisory enterprises.

Aaron Massey is a financial advisor at NewEdge Advisors with 13 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining NewEdge Advisors in 2025. Massey is the founder and owner of Sidecar Asset Management, LLC, a registered investment adviser based in Tulsa, OK. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services, including portfolio management, financial planning, and retirement consulting, and utilizes multiple program structures combining in-house and third-party management along with technological tools to support advisors and clients.

John Stagg II is a financial advisor with Eagle Strategies (NY Life) in Tulsa, OK, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been associated with Eagle Strategies since 2022 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Stagg serves as a board member of the Tristesse Grief Foundation and is a committee member of the Young Professionals Alzheimer's Association - Oklahoma Chapter. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with a significant focus on non-discretionary assets and fiduciary responsibilities in retirement plan advisory services.

Cullen Parker is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Arvest Wealth Management, LPL Financial, Ameriprise Financial, and Warburton Capital Management. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by an internal management team and external managers, with investment strategies spanning equities, fixed income, alternatives, and digital assets, alongside unique offerings such as integrated tax and accounting services and employer financial-wellness tools.

Anthony Henderson is a financial advisor at Mariner with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Advisory Services, Level Four Advisory Services, and ProEquities. Henderson is also the owner of MYWEALTHCPA, a wealth management business. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by both internal research and third-party managers, and offers integrated tax and accounting services along with administrative CFO capabilities.

Matt Cain is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he co-founded the MLCS Group, a boutique-style investment team. The group provides customized financial strategies for high-net-worth clients, including corporate executives, business owners, and affluent families, assisting them through significant transitions such as business sales, IPOs, and retirement. Matt has over 30 years of experience in financial advising, having joined Merrill Lynch in 1994 after three years in commercial banking. His expertise includes wealth management and investment advice for a range of clients, with a focus on generational family wealth, wealth transfer, philanthropy, retirement planning, and estate strategies. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Investment Management Analyst® (CIMA) designations and earned a Bachelor of Science in Business Administration from Oklahoma State University. Matt is active in community service and currently serves as Chair of the Board of Directors for The Parent Child Center of Tulsa and Chair of the Friends of Scouting Campaign for the Indian Nations Boy Scout Council. He previously served on the Metro Christian Academy Board of Trustees and is a member of the Committee of 100. Outside of work, Matt enjoys hiking, biking, running, and traveling with his wife, Alice, and their son, Caleb.

Brittany Armer is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Ameriprise, Woodbury Financial Services, First Mate Financial Advisors, and Waddell & Reed. She is currently based in Tulsa, OK. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Stephen O'Sullivan II is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 27 years of experience in the financial services industry. He began his career at Merrill in 1998 after graduating from Oklahoma State University with degrees in Finance and Management. Stephen has continued to advance his professional education, earning the Certified Investment Management Analyst® designation through the Investments & Wealth Institute™ in conjunction with the Wharton School of Business. Stephen's expertise includes advising clients on college education planning, family wealth management strategies, legacy and retirement planning, LGBT wealth planning, personal retirement income, and portfolio management services. His team works closely with professionals in the oil and gas industry to navigate retirement and equity compensation plans, emphasizing tax-efficient strategies such as net unrealized appreciation, tax loss harvesting, and Roth conversions. Residing in Tulsa, Stephen is married with three children. He enjoys gardening, spending time with his family, and traveling. Stephen and his team were named to the 2026 Forbes "Best-in-State Wealth Management Teams" list, reflecting their commitment to client service and professional excellence.

Jordan Kepford is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles in various companies, such as Prime Medical Spa and Anthropologie. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael King is a financial advisor with Edward Jones in Broken Arrow, OK, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Maschino is a financial advisor with OSAIC based in Tulsa, OK. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has been affiliated with OSAIC since 1997 and also works with Investment Designers of Tulsa, Inc. Maschino is licensed as an insurance agent for life, accident, health, and annuity products and provides investment advisory services through Osaic Wealth, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizes advanced asset-allocation tools, and supports both discretionary and non-discretionary accounts with access to third-party money managers and wrap programs.